Hello there, @PMCDude.
I understand the importance of getting your transaction match in QuickBooks Online (QBO). Let me help you fix it.
Let's check for the following criteria that could prevent the program from matching the deposit to the payment:
- Verify that the transaction has not been reconciled.
- Verify the transaction was entered using the same bank account.
- Make sure the QuickBooks Online transaction has not been previously matched to another bank downloaded transaction.
- If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited)
If everything is verified and you're still unable to match the transactions, you can Exclude them instead. This will move them out of the For Review tab, and won't impact your books since you've already recorded the payment. Should there be mistakenly excluded transactions, click on Undo to retrieve them.
If you still want to match it and further investigate the issue, I encourage you to talk with our phone or chat support. They have the necessary tools to securely check your account via screen-sharing sessions.
Here's how:
- On your company file, go to the Help menu.
- Select Contact Us.
- Enter your concern, then select Let's Talk.
- Choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.
Here's an article for more details about the support schedule: QuickBooks Online Support.
Once, everything good and you're able to connect your bank to QBO, you can check out the following articles that you may find helpful in the future:
Tag me in the comment section if you have follow-up question in managing your bank in QuickBooks. I'll be around to help you.
